What is Position in Siebel?
A position represent an actual job position in your organization. It determines the records that Siebel CRM displays to each user. A position can be a formal job title, such as the actual job title that the developer uses. It can also be any descriptive text. For example, Developer 1, Developer 2, and so forth.
To log in to a Siebel application, an employee must be assigned a position. When you create positions and position skills, it is recommended that you do the following:
To determine reporting relationships between positions and parent positions, refer to the organization chart for your company.
Because you choose parent positions as you create new positions, start at the top of the organization chart and work your way down.
Note that there is typically one position that does not include a parent position. For example, the CEO position typically does not report to a higher level.
Multiple positions of a single user:
It is Not possible to assign multiple primary position to the user in Siebel as per current product design.
An employee or partner user of a Siebel application can have one or more positions, of which one is the primary position.
When the user logs in, the user assumes the primary position only and the data access that the position determines.
Temporary Position Change:
User can change the primary/ active position from User Preference screen by navigating to Change Position view.
Once user selects a position other than the primary position, which immediately makes it the active position.
The employee then accesses only the data determined by the new active position.
Changing the active position does not change the employee's primary position. When the employee subsequently logs in, the primary position becomes active.
Data visibility for a user is generally determined by the active position, rather than by a union of the user's associated positions.
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